# Board Of Trustees Iron Workers DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-iron-workers-plan-001-1016

> Board Of Trustees Iron Workers's DB plan: 2,142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Iron Workers

- **Sponsor EIN:** 042591016

- **Sponsor Address:** 161 GRANITE AVE, DORCHESTER, MA, 021245437

- **Plan Type:** DB

- **Total Participants:** 2,142

- **Total Assets:** $683.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,142|$683.1M|$41.5M|$0|

| 2023|2,297|$640.1M|$45.6M|$0|

| 2022|2,275|$585.9M|$48.1M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HARBOURVEST PARTNERS, LLC|NONE|$598,565|—|$598,565|

| PIMCO INVESTMENT MANAGEMENT|NONE|$276,933|—|$276,933|

| AMERICAN CORE PROPERTY FUND|NONE|$259,488|—|$259,488|

| BOSTON PARTNERS|NONE|$237,663|—|$237,663|

| MEKETA INVESTMENT GROUP, INC|NONE|$220,020|—|$220,020|

| LOOMIS SAYLES|NONE|$157,396|—|$157,396|

| SEGAL COMPANY|NONE|$144,302|—|$144,302|

| GERDING EDLEN INVESTMENT MANAGEMENT|NONE|$138,185|—|$138,185|

| MESIROW FIN PRIV EQ FUND VIII|NONE|$121,500|—|$121,500|

| GOLUB CAPITAL|NONE|$112,438|—|$112,438|

| FRONTIER CAPITAL|NONE|$109,975|—|$109,975|

| DF DENT|NONE|$94,607|—|$94,607|

| MANZI & ASSOCIATES, LLC|NONE|$89,732|—|$89,732|

| SS&C GLOBE OP|NONE|$84,131|—|$84,131|

| IRONSIDES PARTNERSHIP|NONE|$76,659|—|$76,659|

| US BANK|NONE|$76,132|—|$76,132|

| WILLIAM HURLEY|EMPLOYEE|$63,740|—|$63,740|

| ULLICO J FOR JOBS|NONE|$52,286|—|$52,286|

| MICKEY LONG, ESQ.|NONE|$45,381|—|$45,381|

| HEATHER ROMERI|EMPLOYEE|$44,946|—|$44,946|

| FIRST EAGLE INVESTMENTS|NONE|$42,969|—|$42,969|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$42,442|—|$42,442|

| SEGAL ROITMAN, LLP|NONE|$33,894|—|$33,894|

| LANGAN & DEMPSEY|NONE|$33,332|—|$33,332|

| VANESSA BERMUDEZ|EMPLOYEE|$29,623|—|$29,623|

| NBM, INC|NONE|$27,562|—|$27,562|

| MAUREEN FLAHERTY|EMPLOYEE|$22,528|—|$22,528|

| KARA LALLY|EMPLOYEE|$20,974|—|$20,974|

| ANN O'MEARA|EMPLOYEE|$15,979|—|$15,979|

| ANA CORREIA|EMPLOYEE|$11,861|—|$11,861|

| NICOLE MURPHY|EMPLOYEE|$11,852|—|$11,852|

| ALLISON BARBER|EMPLOYEE|$11,300|—|$11,300|

| IRON MOUNTAIN RECORDS MANAGEMENT|NONE|$10,403|—|$10,403|

| TD SECURITIES|NONE|$9,501|—|$9,501|

| BERWYN GROUP|NONE|$7,500|—|$7,500|

| STATE STREET GLOBAL ADVISORS|NONE|$5,468|—|$5,468|

| INSTITUTIONAL SHAREHOLDER SERVICES|NONE|$5,445|—|$5,445|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ULLICO J FOR JOBS](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [STATE STREET GLOBAL ADVISORS](https://planprovider.pro/provider/russell-investments) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,346,712

- **Estimated Expense Ratio:** 0.490% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$3,605,654|$2,469,700|—|$46,925|—|

| 2023|$3,089,615|$2,047,648|—|$62,622|—|

| 2022|$2,782,657|$1,747,300|—|—|$345,547|

## Similar Plans

- [Suffolk Construction Company, INC.](https://planprovider.pro/companies/suffolk-construction-company-inc-401k-plan) — 2,173 participants

- [Consigli Construction Co., INC.](https://planprovider.pro/companies/consigli-construction-co-inc-401k-plan) — 1,808 participants

- [Consigli Building Group, INC.](https://planprovider.pro/companies/consigli-building-group-inc-plan) — 1,634 participants

- [Shawmut Group INC.](https://planprovider.pro/companies/shawmut-group-inc-401k-plan) — 971 participants

- [Board Of Trustees Iron Workers](https://planprovider.pro/companies/board-of-trustees-iron-workers-plan-001-7320) — 7,844 participants

- [Board Of Trustees Of Massachusetts Laborers' Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-massachusetts-laborers-pension-fund-plan) — 10,031 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-iron-workers-plan-001-1016)

© 2026 PlanProvider.Pro